$ANET$MU$ASMLF - I began investing in December 2024. a little bit late for my age, if we're being real. I figured I was well behind the AI play when it comes to software & applications. I aimed my sights on picks & shovels. What I saw as the AI backbone that won't care who actually wins at AI up at the top. I had a few individual picks, but generally I decided to selecT $AIGO / $AIQ to do the heavy lifting here. I've noticed it skew further and further towards the big tech players, to the point where I want to trim the position. it's still doing very well, but I don't think it is in line with my thesis anymore. I want to know people's general thoughts on ANET MU & ASML. In my mind, they are companies with stable financials, producing physical infrastructure for AI that won't care who the big winners are. Moreover, they are trading at reasonable PE ratios, at least relative to the rest of AI. SO, thoughts?
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